Reilly Herbert Faulkner III’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $559K | Hold |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $696K | Hold |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $712K | Sell |
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|
2019
Q1 | $877K | Sell |
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|
2018
Q4 | $775K | Hold |
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|
2018
Q3 | $928K | Hold |
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|
2018
Q2 | $844K | Hold |
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|
2018
Q1 | $832K | Sell |
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|
2017
Q4 | $1.02M | Hold |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.29M | Hold |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.35M | Hold |
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|
2016
Q3 | $1.29M | Hold |
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|
2016
Q2 | $1.27M | Sell |
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|
2016
Q1 | $1.41M | Sell |
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|
2015
Q4 | $1.31M | Sell |
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|
2015
Q3 | $1.34M | Hold |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.23M | Buy |
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